"I had an opportunity to work with Jeff Gould and Lineage Asset Advisors on a very involved project for over two years. Our family had commercial property since the 1930s with multigenerational interests. It became our priority to find someone to assist us in this process and ensure all our ownership interests are met. Jeff was incredibly thorough, from the initial portfolio assessment to engaging with various experts regarding our property and working with legal counsel to ensure our project was a success. His patience and guidance allowed our family to turn the page on a wonderful legacy and create a stronger future for our next generation. I would highly recommend Lineage Asset Advisors to support any group or family with commercial real estate and financial planning."
Amanda Uhlein - President | Grosh Backdrops & Projections
2022-06-30T21:22:08-07:00
Amanda Uhlein - President | Grosh Backdrops & Projections
"I had an opportunity to work with Jeff Gould and Lineage Asset Advisors on a very involved project for over two years. Our family had commercial property since the 1930s with multigenerational interests. It became our priority to find someone to assist us in this process and ensure all our ownership interests are met. Jeff was incredibly thorough, from the initial portfolio assessment to engaging with various experts regarding our property and working with legal counsel to ensure our project was a success. His patience and guidance allowed our family to turn the page on a wonderful legacy and create a stronger future for our next generation. I would highly recommend Lineage Asset Advisors to support any group or family with commercial real estate and financial planning."
https://lineageasset.com/testimonials/allowed-our-family-to-turn-the-page-on-a-wonderful-legacy/
